Cornerstone Financial Management LLC - Q22026 Holdings

Cornerstone Financial Management LLC holds 1471 stocks with a total portfolio value of $ 124.68M as of Q22026. In Q22026, Cornerstone Financial Management LLC added 258 new positions, increased stakes in 191 stocks, reduced 1004 holdings, and fully exited 96 positions. The largest holding is Vanguard Morningstar Mega Cap Value Etf (MGV), representing 4.93% of the total portfolio.